Documentation
Add, edit, and delete notes on a member
Learn how to create, edit, and delete a note from a member profile.
Notes are a great tool to record background info on a member in your community. They’re especially useful if you want to share some information you’ve gathered with other teammates. You can use them to record things like:
- Former jobs/companies (”X used to work at company A, B, and C”)
- Life events (”X is on parental leave. Will be back on 6/11/22”)
- Goals (”X is using our product because...”)
- Meeting notes, emails, or DMS
- Concerns around the product that they need addressed before purchase
So let’s get you started on using notes!
Add a note to a member
Go to a member profile, and then click on the ‘Notes’ tab (Or press ‘N’ on your keyboard as a shortcut!)
You can also click the Notes icon under the Member's name on the member profile.
You’ll see a text box at the top of the Notes section. Type here, press ‘Add note’, and you’re done!
Want other teammates to know that you’ve added a note to a member? Don’t worry - your teammates will be automatically notified via an in-app notifications of your note.
Example notification that your teammates will receive when you add a note to a member profile
Edit a note
To edit a note, click on the [...] menu, and then click ‘Edit’. Note that you can only edit notes that you’ve authored.
Delete a note
Click on the [...] menu and then click ‘Delete’.
Note that you can only delete notes that you’ve authored.
